Neil Kriegstein is a CFP® with 28 years of industry experience, currently advising at OSAIC. His career includes roles at Royal Alliance since 2019 and previous positions at HD Vest Insurance Agency and H.D. Vest Advisory Services. In addition to his advisory work, he owns Kriegstein Financial Group, LLC, which focuses on tax preparation and accounting, and serves as president of Imperial Payroll Processing, LLC, a payroll processing business. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

David Shave is a CFP® professional with 13 years of industry experience, currently serving as an advisor at OSAIC since 2018. Prior to this, he worked at Sii for four years and has been a partner and comptroller at SFG Annuity Marketing, Inc. since 1997, where he manages back-office operations and financial decisions. He is also involved in insurance sales and full-service financial planning through affiliated firms. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process that integrates risk tolerance and portfolio optimization tools, supporting both discretionary and advisor-managed strategies across various platforms.